DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Resource Planning Group, Ltd.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| David Robert Bockel | Old Ivy Asset Management unclassified | Resource Planning Group, Ltd. independent RIA | Other | Dec 16, 2021 | Apr 26, 2021 |
| Sarah Louise Cannon | Mercer Global Advisors Inc. independent RIA | Resource Planning Group, Ltd. independent RIA | RIA to RIA | Dec 14, 2020 | Jan 19, 2021 (36 d) |
| Melanie Odom Fitzgerald | Ronald Blue & Co., LLC other | Resource Planning Group, Ltd. independent RIA | Other | Aug 1, 2017 | Jan 19, 2021 (1267 d) |
| George Christian Mauser | Rodgers & Associates other | Resource Planning Group, Ltd. other | Other | Nov 24, 2014 | Jan 29, 2015 (66 d) |
| Dewitt Thompson Weaver | Fisherman Capital Management, LLC state registered | Resource Planning Group, Ltd. other | Other | Dec 19, 2012 | Nov 21, 2008 |
| Jason David Lina | Cedar Rowe Partners other | Resource Planning Group, Ltd. other | Other | Mar 16, 2012 | Sep 13, 2012 (181 d) |
| Charles Brandon Downs | Suntrust Investment Services, Inc. other | Resource Planning Group, Ltd. other | Other | Jun 20, 2008 | Aug 6, 2009 (412 d) |
Page 1 of 1
7 moves match.